Since 1987, Douglas Velnoskey, CFP® has served as a financial advisor for affluent individuals, their families, their businesses as well as several non-profit organizations in Maryland, and across the United States. Doug is the managing partner of the Velnoskey Wealth Management Group, which includes Bryan Carney, CFP®, CRPS®, Coleen Kramer Beal, AWMA®, CLTC®, and Amanda Jones Derby.
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.